PPrivate Fund Data Log in Join · $37/mo

Vista Capital Partners, Inc.

● SEC registered since 2001CRD 114913SEC# 801-60536Portland, OR
Export (members)
Reg. AUM
$2.72B
Employees
35
Accounts
3,126
Location
Portland, OR

Vista Capital Partners, Inc. assets under management

Vista Capital Partners, Inc. is an investment advisory firm registered with the SEC based in Portland, OR. The firm has been registered since 2001. It reports $2.7 billion in regulatory assets under management and employs 35 people.
www.facebook.com/vista-capital-partners-205013249511591View on SEC.gov ↗

Vista Capital Partners, Inc. owners & executives

11 reported
NameTitleOwnershipSince
Andrew Graham DarkinsPrincipalUnder 5%2023
Dougal Williams ControlCeo, Chief Wealth Officer10-25%2024
Douglas Eric Johanson ControlChairman Of The Board10-25%2011
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Vista Capital Partners, Inc. manage?

Vista Capital Partners, Inc. reports $2.7 billion in regulatory assets under management on its Form ADV.

How many employees does Vista Capital Partners, Inc. have?

Vista Capital Partners, Inc. reports 35 employees.

Where is Vista Capital Partners, Inc. located?

Vista Capital Partners, Inc. is based in Portland, OR and has been SEC-registered since 2001.

Does Vista Capital Partners, Inc. disclose fund performance?

Vista Capital Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9755 SW Barnes Road, Suite 595, Portland, OR 97225
Phone503-772-9500
Fax503-772-1229
Office hours8:00a.m. To 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$2.72B
Non-discretionary$0
Total (RAUM)$2.72B